Wealth management

Benefits of integrated wealth planning Fallback Image Decorative pattern

Planning and Advice

Benefits of integrated wealth planning

Clients often approach their investment advisors for help with a quick question. Most often it relates to an investment opportunity, but more and more clients are asking about taxes or estate planning. While it may be tempting to provide a quick answer and move on, there comes a time when it’s beneficial to draw on the expertise of other professionals.

By Annie Boivin |May 1, 2011

4 min read

Fear hinders effective transfer of wealth: SEI Fallback Image Decorative pattern

Estate Planning

Fear hinders effective transfer of wealth: SEI

A recent SEI Wealth Insight Initiative roundtable suggests that fear of negative outcomes and a lack of confidence in heirs are two of the biggest barriers to families sustaining and growing wealth over time. The roundtable gathered small groups of wealthy families—those with more than $5 million in investable assets—to discuss their experiences and offer […]

By Dean DiSpalatro |April 27, 2011

3 min read

Kagan leaves Macquarie Fallback Image Decorative pattern

Planning and Advice

Kagan leaves Macquarie

Macquarie Private Wealth has announced the departure of CEO Bruce Kagan, following “a great run” at Macquarie and its predecessor firm, Blackmont. The firm says Kagan was satisfied with the integration of Blackmont into Macquarie, and with that process completed, was moving on. Kagan has been succeeded by Earl Evans, who until now has been […]

By Staff |April 11, 2011

1 min read

Canadian Capital launches today Fallback Image Decorative pattern

Industry

Canadian Capital launches today

The boomer generation made a huge impact on the Canadian economy, not just because of its size, but because of its entrepreneurial spirit. As boomers head into retirement, they need help in succession planning and many don’t know where to start. To fill that gap, Rogers Publishing has launched Canadian Capital and Capitalmagazine.ca, which shows […]

By Staff |March 30, 2011

3 min read